BWMG
RSSB icon

Barnes Wealth Management Group’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Barnes Wealth Management Group’s Portfolio RSSB Stock Details RSSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$214K Sell
7,873
-27
-0.3% -$771 0.11% 177
2025
Q4 		$222K Sell
7,900
-342
-4% -$9.82K 0.12% 164
2025
Q3 		$232K Sell
8,242
-36
-0.4% -$972 0.13% 156
2025
Q2 		$217K Buy
+8,278
New +$199K 0.13% 149

Other funds holding RSSB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $149M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $115M AUM 23.91% 1-Year Est. Return

Barnes Wealth Management Group's RSSB Position: Q1 2026 in Review

Barnes Wealth Management Group reduced its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 0.34% in Q1 2026, selling an estimated $771 and leaving 7,873 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #177.

Barnes Wealth Management Group first reported a position in RSSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $232K in Q3 2025. 44 funds tracked by Wall St. Rank hold RSSB as of Q1 2026.

  • Barnes Wealth Management Group held 7,873 shares of Return Stacked Global Stocks & Bonds ETF worth $214K as of Q1 2026.
  • Barnes Wealth Management Group sold 27 Return Stacked Global Stocks & Bonds ETF shares in Q1 2026, an estimated $771.
  • Return Stacked Global Stocks & Bonds ETF made up 0.11% of Barnes Wealth Management Group's portfolio in Q1 2026, its #177 holding.
  • Barnes Wealth Management Group first reported a position in Return Stacked Global Stocks & Bonds ETF in Q2 2025 and has held it in 4 quarters since.
  • Barnes Wealth Management Group's Return Stacked Global Stocks & Bonds ETF position peaked at $232K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.